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Investment Policy Review Committee
Mission Statement
The Investment Policy Certification Committee's mission is to:
Provide a thorough review of Investment Policies submitted to the APT US & C by at least three (3) qualified reviewers to determine that the applicant satisfies the criteria established for the attainment of the Certificate of Excellence Award for Investment Policy awarded by APT US & C.
Upon completion of a successful review, the applicant will receive a press release and plaque from APT US & C proclaiming their successful completion of the certification process.
Chair
Jill A. Lucidi
Finance Director
City of St. Clairsville
P.O. Box 537
St. Clairsville, OH 43950
(740) 695-0880
(740) 695-4069 fax
jlucidi@stclairsville.com
Board Liaison
Shari Freidenrich, CPFIM
City of Huntington
2000 Main Street
Huntington Beach, CA 92648
(714) 536-5200
sfreidenrich@surfcity-hb.org
Committee Members
Steven Alexander
Managing Director
PSM Asset Management LLC
300 South Orange Avenue
Orlando, FL 32801
(407) 648-2208
(407) 648-1323 fax
alexanders@publicfm.com
Therese Balbo
Finance Manager
City of Sunnyvale, CA
P. O. Box 3707
Sunnyvale, CA 94088
(408) 730-7604
(408) 737-4950 fax
tbalbo@ci.sunnyvale.ca.us
Kelly M. Devlin
Semior Vice President
Vining Sparks IBG
2107 Elliott Avenue Suite 207
Seattle, WA 98121
(800) 357-0247
(206) 443-7299 fax
kdevlin@viningsparks.com
David Maccagone
CEO
Multi-Bank Securities Inc.
24280 Woodward Avenue
Pleasant Ridge, MI 48069
(800) 967-9045
(248) 291-1101 fax
davemac@mbssecurities.com
Ernie O'Dell
Treasurer
City of Redondo Beach, CA
415 Diamond Street
Redondo Beach, CA 90277
(310) 318-0652
(310) 937-6666 fax
ernie.odell@redondo.org
Keith Swandon
Chief Deputy Treasurer
Oakland County, MI
1200 N. Telegraph Road
Pontiac, MI 48341-0479
(248) 858-0625
(248) 858-1810 fax
sawdonk@co.oakland.mi.us
Victor Ume-Ukeje
Managing Director
Piper Jaffery & Co.
345 California Street, Suite 2300
San Francisco, CA 94104
(415) 984-5192
(415) 362-3100 fax
Victor.E.Ume-Ukeje@pjc.com
Linda D. Willis, CPA
Revenue Division Manager - Finance Dept.
City of Surprise, AZ
12425 W. Bell Rd., D-100
Surprise, AZ 85374-9002
(623) 222-1822
(623) 222-1801 fax
linda.willis@surpriseaz.com
Debbie Hymer
Treasurer
City of Hamilton
345 High Street
Hamilton, Ohio 45011
(513) 785-7154
(513) 785-7160 fax
hymerd@ci.hamilton.oh.us
Audrey M. Brodzinski
Assistant Finance Director
1016 Grandview Avenue
Grandview Heights, OH 43121
614-481-6217
614-488-7746 fax
abrodzinski@sbcglobal.net
Janice Vinci
Deputy Treasurer/Allegheny County
106 Courthouse
426 Grant Street
Pittsburg, PA 15219-2497
412-350-4519
412-350-5649 fax
janice.vinci@county.allegheny.pa.us
H. Kenneth Gunnells, Jr.
Town Treasurer
Town of Kiawah Island
(843) 768-9166
(843) 768-5104 Direct Line
(843) 768-5112 Fax
kgunnells@kiawahisland.org
Dana Carson
Finance Director
City of Weatherford
(580) 772-7451
(580) 772-7466 Fax
dana@cityofweatherford.com
Gail Burdow-Bradstreet
Finance Director
City of Battle Creek
(269) 781-3835
(269) 966-3555 Fax
GMBradstreet@ci.battle-creek.mi.us
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